(Guide Admin)
- Total activity 2114
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1070
Articles
Recent activity by (Guide Admin) Sort by recent activity-
Loans [guide]
Guide contents: Setup | Workflow This guide will review best practices for managing loans in Workamajig's accounting. NOTE: This is simply a guide, as we highly suggest you discuss this with your...
-
Import Matrix: Vendors
Technical Documentation Please review Importing Companies/Contacts/Leads for more info. Available Fields 1099 Box1099 FormAccepts Credit CardsAccepts VPayActiveBank Account NumberBank Routing Numbe...
-
Import Matrix: Clients
Technical DocumentationPlease review Importing Companies/Contacts/Leads for more info.Available FieldsAccount ManagerAccount TeamActiveBC Commission PctBilling Address NameBilling Email ContactBill...
-
Client invoices > Allow client to pay online by CC and/or by ACH [in-depth guide]
Guide contents: Workflows | Workamajig setup & use | Authorize.net setup | Authorize.net setup Multi-Currency | PayPal setup | Client process | Workamajig process | Manually process single receipt ...
-
Mass Delete Using Folders
There may come a time where you want to purge multiple records from your system. This guide gives you the steps on how this can be done. Typically, this relates to a new client who is doing test im...
-
Keyboard shortcuts [guide]
To open the Keyboard Shortcuts menu, press "Control + Shift + ?" (Windows), or "Command + Option + Shift + ?" (Mac), at the same time from any screen in Workamajig.It will show what actions can be ...
-
Setup client login/preview client portal [in-depth guide]
System setup | Setup client login | Preview client portal | Client portal settings | Resources This guide will show you how to set up your system for your client logins and control what they can ...
-
Import Matrix: Service Rate Sheets
Technical Documentation Sales Tax Rates Available Fields ActiveDescriptionRate 1Rate 2Rate 3Rate 4Rate 5Rate Sheet NameService Code Matrix Field Name Key Field Required Valid Values ...
-
Import Matrix: Services
Technical Documentation System Setup: Services Available Fields ActiveBilling Item IDClass IDDepartmentDescriptionHourly CostHourly Rate 1Hourly Rate 2Hourly Rate 3Hourly Rate 4Hourly Rate 5Rate D...
-
Import Matrix: Sales Tax Rates
Technical Documentation Sales Tax Rates Available Fields ActiveDescriptionPay To Vendor IDPiggy Back TaxSales Tax IDSales Tax NameTax AP GL Account NumberTax Payable GL Account NumberTax Rate Perc...